Investment products
Investing money into a managed fund can help you achieve your investment goals whether they are short term, such as a car or a trip overseas, or longer term, such as making sure you can retire comfortably. Take some time to consider your options. Get advice from a licensed financial adviser. In the meantime, here’s a quick snapshot of the managed fund products Colonial First State offers.
FirstChoice Investments
FirstChoice Investments lets you select and manage your investments through one account and gives you access to over 100 investment options.
Performance
Overview
FirstRate Saver
FirstRate Saver is a new low-risk cash alternative that preserves your capital while earning you a competitive interest rate.
Overview
Performance
FirstWrap
FirstWrap is a full service wrap platform, offering access to a diverse range of investments such as direct shares, managed funds, unlisted investments and term deposits.
Overview
FirstChoice Margin Lending
Colonial First State, through FirstChoice Investments, now gives personal investors access to a simple, flexible and competitive margin lending facility that can be added to new and existing investments.
Performance
Overview
Cash Management Trusts – For investors
The Colonial First State CMT offers investors an income stream over the short-to-medium term.
Performance
Overview
What to consider next
Speak to your financial adviser or choose an option here:
The information contained in this document is based on the understanding Colonial First State Investments Limited ABN 98 002 348 352 AFS Licence 232468 has of the relevant Australian laws as at 1 July 2009. This document is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances. You should assess whether the information is appropriate for you and consider talking to a financial adviser before making an investment decision. Product Disclosure Statements (PDS) for products offered by Colonial First State are available from colonialfirststate.com.au or by contacting us on 13 13 36. You should read the relevant PDS and consider whether the product is right for you. Past performance and awards are no indication of future performance.